[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1cbeec66":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1cbeec66","重振客流举措见效-墨式烧烤(CMG)Q3收入超预期","\u002Fdoc\u002Fdcio1cbeec66","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，截至发稿，墨式烧烤(CMG)股价周四盘前上涨 7%，此前一天的管理层表态显示，CEO 斯科特·博特赖特(Scott Boatwright)用新菜单与营销攻势把顾客拉回来的努力正在见效。这家墨西哥快餐连锁在周三的财报后电话会上表示，预计将在本季度结束时实现同店销售增长约 3% 至 4%，高于截至 9 月三个月里的 2.1% 增幅。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>把客人拉回来菜单与营销双管齐下\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>本周早些时候，公司宣布将于 11 月 5 日起限时回归烟熏牛胸肉，正好赶上假日季与橄榄球赛季。这是该公司提振客流的最新一步。三季度里，辣青柠薯片、pollo asado 的回归等新品已经在拉动销售。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>更值得注意的是客群结构的变化。博特赖特在电话会上说，三季度低收入客群的表现首次超过高收入客群，最好的一个月是 9 月——而当时公司的促销力度恰恰处在全年最低。他称，“更广泛的消费者与行业逆风可能持续，但我们“增长配方”战略下的各项举措正在积累，让我们在任何环境下都有更多取胜的工具。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过公司对全年的口径没有上调2026 年同店销售仍将维持“低个位数区间”的增长，与 7 月给出的预测一致。换言之，四季度 3%—4% 的“退出速度”是阶段性目标，不是全年指引。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>提价约 3%，对冲牛肉与柴油\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>成本端是这份财报的另一条主线。公司表示，将在四季度把菜单价格上调约 3%，用以对冲更贵的牛肉以及柴油价格飙升带来的运费上涨。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>三季度成本结构印证了压力所在食材、饮料与包装成本占营收 29.5%，低于上年同期的 30.0%——改善来自菜单提价、关税减免与限时产品组合有利，但被牛肉与运费通胀、以及蛋白质用量增加部分抵消。人工成本占比从 25.2% 升至 25.7%，原因是销量走低、员工薪酬上升(含工资通胀与绩效奖金)、支持促销活动的额外门店人力，以及保险成本增加。管理费用从 1.467 亿美元升至 1.852 亿美元，主要由股权激励、绩效奖金与企业项目相关的外部服务推动。有效税率从 23.1% 升至 25.6%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>利润与盈利营收超预期，每股收益不及\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>三季度总营收增长 9.6% 至 32.93 亿美元，主要靠新开门店驱动，同店销售贡献较小;同店销售增长 2.1%(客单价 +1.3%、交易量 +0.8%)。数字销售占食品与饮料收入的 38.8%，高于上年同期的 36.7%。当季新开 84 家自营门店，其中 53 家带“Chipotlane”得来速车道。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>但盈利能力明显承压营业利润率从上年同期的 15.9% 降至 13.7%，餐厅层面营业利润率从 24.5% 降至 23.3%;摊薄每股收益与调整后每股收益均为 0.27 美元，同比下降 6.9%。FactSet 调查的分析师此前预计调整后每股收益 0.29 美元、营收 32.86 亿美元、同店销售增长 1.5%——营收与同店小幅超预期，每股收益则不及。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>股价的反应是“先涨利润、再看利润率”的典型周三盘后一度涨 7.6%，周四盘前涨 7%。但即便如此，该股年内累计跌幅仍在两成以上，此前它一直受预算敏感的消费者、正餐厅的折扣攻势，以及今夏环孢子虫(cyclospora)事件余波的困扰。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]